ONE WEALTH ADVISORS, LLC
SEC file number 801-79591
· SAN FRANCISCO, CA
https://onemedical.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$841.6M
Discretionary AUM
$841.6M
Employees
13
Clients
—
Firm
- Address
- 766 VALENCIA STREET
SAN FRANCISCO, CA 94110 - Phone
- —
- Website
- https://onemedical.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- FourStar Wealth Advisors, LLC Medium name-match confidence · CIK 1976124 · IL
- Wealth Advisors Feeder Fund I, L.P. Medium name-match confidence · CIK 1771889 · IL
- i2 Health Advisors Inc. Medium name-match confidence · CIK 2147485 · WA
- FUTURE STAR BUSINESS SCHOOL LTD Medium name-match confidence · CIK 2108799 · CO
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FUTURE STAR BUSINESS SCHOOL LTD · D · Sep 8, 2026
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FUTURE STAR BUSINESS SCHOOL LTD · D · Sep 1, 2026
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i2 Health Advisors Inc. · D · Jul 28, 2026$3.5M
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Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 27, 2026
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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FUTURE STAR BUSINESS SCHOOL LTD · D · Feb 4, 2026
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FourStar Wealth Advisors, LLC · D · May 14, 2025
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Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 28, 2025